ComplyFlow Work Orders are part of the Suppliers module and help to efficiently manage and monitor the tasks assigned to your contractors and their Workers linked within your organisation.
Work Orders can be created in ComplyFlow or via an Integration (e.g. CoreVision).
By utilising Work Orders, you can track the specific tasks your employees are working on, monitor their progress, and ensure that assignments are completed, whether they are on time or overdue.
Accessing the Work Orders View
This guide provides step-by-step instructions on accessing the Work Orders View and understanding the Permissions Overview.
The Work Orders view is located within the Suppliers module. Therefore, you must have at least the View Supplier Company Details (previously Contractor R) permission to access and view the Work Orders. Refer to Staff Permissions Overview
1.Log in to your account by entering your username and password or signing in with your Microsoft account.
2. Once logged in, select the 
Module picker on the top left, and select the Suppliers module.
3. Once you are in the Suppliers module, select Work Orders from the menu on the left:
Work Orders selected, Dropdown expanded
4. After that, the page will display the list of Work Orders:
Understanding Permissions Overview
You must have the appropriate permissions to use the Work Orders module effectively. The table below will help you understand the actions you can perform based on your assigned permissions.
| View Supplier Company Details | Add & Edit Suppliers Company | Superuser |
ACTIONS: |
|
|
|
1. View Work Orders List | ✔️ | ✔️ | ✔️ |
2. Create Work Orders | ✖️ | ✔️ | ✔️ |
3. Edit Work Orders | ✖️ | ✔️ | ✔️ |
4. Work Orders Settings | ✖️ | ✖️ | ✔️ |